An Army drone demonstration reveals an investment opportunity hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: Cheap drones can create an expensive problem for the military – and a lucrative new business for the companies that help defend against them. My colleague Luke Lango believes that’s … Read more
What Your Next Takeout Order Could Teach You About AI Investing
The whipping post
Flying the drone is only part of the job. Solving the problems around it could create opportunities across American industry. Listen to the audio version of this article (generated by AI). Editor’s Note: A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much … Read more
Chartstopper: October 30, 2026
The whipping post
This Week The artificial intelligence (AI) trade was the top theme for markets this week, but the Federal Reserve, major economic data and continued developments in the Iran conflict also mattered. The news on the AI trade was decidedly mixed: Still, the Nasdaq-100® is on pace for 49% YOY Q3 earnings growth. But it wasn’t … Read more
The Fed Won’t Turn Dovish – So, Here’s the Play
Listen to the audio version of this article (generated by AI). Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the metal that performs well regardless of rates… how Jonathan Rose views it Friday’s jobs report was, on its face, … Read more